Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Sell
2025
Q2
$426K Sell
2025
Q1
$377K Buy
2024
Q4
$391K Sell
2024
Q3
$534K Buy
2024
Q2
$568K Buy
2024
Q1
$385K Buy
2023
Q4
$255K Buy